Key statistics

Asset allocation

Purchase information

Initial

$2,500

Additional

$100

IRA Initial

$1,000

AIP Initial

$2,500

AIP Additional

$100

27.83+0.38(1.38%)

Mar 30, 4:00PM EDTOverall Morningstar RatingTM

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Description

The investment seeks long-term growth of capital. The fund will normally invest at least 80% of its net assets (including any borrowings for investment purposes) in small-cap growth companies, which are defined by the fund as those whose market capitalization falls within the range of companies in the MSCI U.S. Small Cap Growth Index. It seeks to invest in a broadly diversified portfolio of securities and the top 25 holdings will not, under normal circumstances, constitute more than 50% of the fund's total assets. The fund may sell securities for a variety of reasons, such as to secure gains, limit losses, or redeploy assets into more promising opportunities.
Fund filings (PDF) »